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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Austin | TX | 01/2017 | 04/2022 |
| Jp Morgan Chase Bank | Austin | TX | 01/2017 | 04/2022 |
| Ricoh Usa | Concord | CA | 07/2016 | 01/2017 |
| Sauced Bbq & Spirits | Livermore | CA | 07/2015 | 07/2017 |
| Frost Bank | Austin | TX | 04/2024 | 07/2025 |
| Dc Group, Inc. | Minneapolis | MN | 04/2022 | 09/2023 |
| Dripping Springs Independent School District | Dripping Springs | TX | 10/2023 | 04/2024 |
| Charles Schwab & Co, Inc | San Ramon | CA | 08/2025 | Present |
| Charles Schwab Bank, Ssb | San Ramon | CA | 08/2025 | Present |
1) Personal Rental Property | Investment Related:No|253 Pink Granite Blvd.|Dripping Springs|TX|78620|United States|Other|Owner|7/28/2025|Less than 20|0|Out of state personal rental property, property management for jointly owned home with my spouse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
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